Form 1099R error message

Forum|Forum|6 years ago
March 20, 2020
3 replies
5 views

I am receiving an error message that states Forms 1099R Summary Line 26d - Spouse plus line 28c minus Spouse should not be greater than $3,000. I changed the number that I input for health insurance paid to $3,000 but the number on line 26d is not changing from $5,000. $5,000 is the correct number.

TurboTax Deluxe Online

ReginaM

Level 12

Please revisit your 1099R data that you entered into TurboTax. Here's how:-

While in your Tax Home,
Select Search from the top right side of your screen,
Enter 1099-R,
Select Jump to 1099-R,
Select your 1099-R, review carefully to ensure that it matches exactly to your tax document.

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lc1251027Author

Level 2

I have done that several times and they match. The problem comes from the fact the taxpayer is a public safety officer. Turbo Tax asks a special question of public safety officers who received a 1099. Turbo Tax asks if any of the 1099R was used for health insurance. The answer in the taxpayer's case is yes. In the amount of $5,000.

JulieS

Level 15

It sound like the problem is on the summary, not the 1099-R form. Try this:

Click on Tax Tools toward the bottom left corner.
Select Tools.
Click on Delete a form.
Scroll down the list and find 1099-R Summary and delete it. Word of caution: do not delete the Form 1099-R itself.
To delete a form, click Delete on the right and then Confirm the delete. You can only delete one form at a time.

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GeWindsor

Level 2

The Form1099R sent by Defenses Finance and Accounting Service has an error for federal Identification Number.

I received a corrected copy from DFAS the number on the copy filed is missing the last number 2.

Paam

Level 2

After hours trying everything different and 1hr 45minutes on the phone with turbo tax the ONLY way the error message (Line 26d) would go from $6000 to $3000 is if you say on the second 1099R for health insurance that you are NOT a police officer.

The program automatically puts in the $3000 from the original entry of your occupation.